M Holdings Securities, Inc.
M Holdings Securities, Inc. (CRD# 43285) is a financial advisory firm headquartered in Portland, OR. They manage $4,513,584,910 in 9,871 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management4,514MILLION
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Total Number of Accounts9,871ACCOUNTS
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Average Account Value$457,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Scott Greenberg (CRD# 1523402) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Bethesda, MD and has over 32 years of experience in the finance industry.
Geoffrey Grenert (CRD# 2862874) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Reno, NV and has over 26 years of experience in the finance industry.
Richard Gustafson (CRD# 5738829) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 14 years of experience in the finance industry.
Benjamin Hall (CRD# 3256294) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Wallingford, PA and has over 23 years of experience in the finance industry.
Douglas Hall (CRD# 4868009) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 17 years of experience in the finance industry.
Scott Higgins (CRD# 4390548) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Kalamazoo, MI and has over 22 years of experience in the finance industry.
Jason Hildebrant (CRD# 4192960) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 23 years of experience in the finance industry.
Hans Hoehn (CRD# 5451519) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 14 years of experience in the finance industry.
Jonathan Horick (CRD# 2261282) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 31 years of experience in the finance industry.
Michael Houghton (CRD# 5352596) is an Investment Advisor Representative working at M Holdings Securities, Inc. in El Paso, TX and has over 12 years of experience in the finance industry.